Portfolio Management Services


What is Portfolio Management Services?

It is the art and science of making decisions about investment, Portfolio Management Services (PMS) is a specialized & customized service that offers a range of specialized investment strategies to capitalize on the opportunities in the market. Though PMS is managed by professional portfolio managers, it has the potential to address the personal preferences tailored into the investment portfolio giving the freedom and flexibility required for achieving the financial goals. This is typically a high-end product meant for high net-worth individuals (HNIs) because it needs a minimum investment of 50 lacs. 

Types of PMS?

Discretionary PMS

The portfolio manager individually and independently manages the funds of each client in accordance with the needs of the client.


The portfolio manager manages the funds in accordance with the directions of the client. The portfolio manager cannot make buy-sell decisions at his own discretion; he has to refer to the client for every transaction.

Why Portfolio Management Services?

Today, the financial market is increasingly complex, and managing your own portfolio will take up a lot of your time and effort. There are situations when you don’t have time or knowledge to explore the best investment alternatives in the market. This is a common problem faced by many wannabe investors like you.

At this juncture, portfolio management services can help you get out of this dilemma. So you can simply assign your investments to portfolio management services who will report to you regularly on your portfolio performance. Don’t feel lost in this complex world of investments. Let the experts do their job.